Service Titan Knowledge Base

Credit Card Transaction report templateLast updated on 03/22/2022

The Credit Card Transaction report provides a detailed list of all credit card transactions made through ServiceTitan Payments. This report pulls data from the credit card gateway to give you the latest charge and refund transactions. All credit card transactions made through your ServiceTitan Payments credit card merchant account are available in this report.

Use this report to view details about credit card transactions, including the transaction ID, authorization code, amount, the card type used, and the entry method of the transaction.


Create a Credit Card Transaction report

Follow the steps to create a custom report based on the Credit Card Transaction template. Note: This report populates the type of credit card as determined by the processor, which can differ from the payment type chosen on the invoice. For example, if the MasterCard payment type is selected when charging a Visa card, this report will populate the Visa card type.


Run the Credit Card Transaction report

Before running your report, set filters to get the most relevant information for your needs:

  1. Use the From-To calendar fields to set a range of dates to run the report on.

  2. Enter a transaction number to look for a particular transaction. Tip: To include all transactions for your date range, leave the transaction number field blank.

  3. Click Run Report. The Credit Card Transaction report generates.

    Note: This report includes more columns than can be displayed at once. Use the horizontal scroll bar to view all of the columns.


Read report results

Your report results display in a table based on the filters you set. By default, the Credit Card Transaction report includes the following columns:

Report column
Description

Transaction Date

Date the transaction was made

Transaction ID

The transaction ID from the gateway, which may not be the same ID as from the processor

Click Transaction ID to view the Transaction History report.

Status

Latest transaction status

Auth Code

Authorization code for the transaction

Note: Refunds may not have an authorization code.

Amount

Amount of the transaction An amount in parentheses is a negative amount.Note: An amount in parentheses is a negative amount.

Card Holder Name

The cardholder name that was provided when this transaction was submitted

Customer on File

The ServiceTitan Bill-To customer for the invoice where the corresponding payment was applied.

Click the name to open the Customer Details screen for this customer in a new window. If this field is blank, then we aren’t able to match up this transaction with a payment in ServiceTitan.

Card Number

Last four digits of the card number

Card Expiration

Card expiration date

Card Type

The type or brand of the credit card

Response Text

The processor response message. The response text can be:

  • Approved—A successful transaction

  • Declined—An unsuccessful transaction. If a transaction is declined, additional context will be provided.

Invoice

Invoice IDs for all invoices where this payment was applied

Click the Invoice ID to drill down into the Invoice Details report.

Note: If this field is blank, then we weren’t able to match up this transaction with a payment in ServiceTitan.

Payment Batch Number

The batch number of the batch this payment is a part of

Select a Payment Batch Number to open the Batch Details screen.

Note: If this field is blank, then we aren’t able to match up this transaction with a payment in ServiceTitan.

At the bottom of the report table are totals of two columns:

  • Count—Total count of transactions

  • Amount—Total amount of all credit card transactions for the selected date range


Customize your report

You can add and remove columns related to credit card transactions for more specialized reporting. For further customization, you can also arrange and filter your results to narrow the focus of your report.

Add and remove columns
  1. Above the report results, click Edit Columns.

  2. In Edit Columns, select or deselect the items you want added to or removed from your report.

    You can edit the Credit Card Transaction report to show the following fields:

Report column

Description

Entry Method

How the credit card was entered Entry methods can be:

  • Keyed In—Card details were typed in or scanned

  • Headphone Swipe—Card details captured using a Magtek headphone swiper Bluetooth

  • Swipe—Card details captured using a Bluetooth swiper

  • Stored Card—Card was charged from a previously saved card profile

Note: The Entry Method column populates only for credit card transactions made after ST-41.

Technician Name

The name of the technician who processed the credit card transaction. Note: Technician names only appear for credit card transactions made after May 18, 2020.

Merchant ID

The TSYS merchant ID that this transaction was processed under

Card Action

The most recent transaction event

Description

A description of the transaction as provided when the transaction was submitted If it was submitted from ServiceTitan, then it will have the invoice number where the payment was applied.


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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.